+1,208.7%
VST vs MOH
+261.2%
+947.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.7% |
| 7D | -0.6% | +1.7% | -2.3% | -0.8% |
| 30D | +1.2% | -0.9% | +2.0% | +1.2% |
| 3M | +1.5% | +5.7% | -4.2% | +0.6% |
| 6M | -6.5% | +39.1% | -45.6% | -10.6% |
| YTD | -7.8% | +17.7% | -25.5% | -10.9% |
| 1Y | -26.9% | +8.4% | -35.3% | -29.0% |
| 3Y | +353.9% | -36.6% | +390.4% | +355.8% |
| 5Y | +782.7% | -19.1% | +801.8% | +734.4% |
| All | +1,208.7% | +261.2% | +947.5% | +953.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MOH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling